Jason On Firms Podcast
608 episodes — Page 12 of 13
Ep 58058 The Case For Recording Your Meetings
Fathom https://fathom.video/Fireflies https://fireflies.ai/💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 57057 How To Pick Your Accounting Firm Practice Management System
💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 56056 Is It Too Early For Accounting Firms To Jump On ChatGPT?
💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 55055 Accountants Selling Software To Accountants
Kitchen Table Automations https://kitchentableautomations.thinkific.com/Audit Miner https://auditminer.com/TaxPlanIQ https://taxplaniq.com/FinDaily https://findaily.io/ScanStraight https://scanstraight.com/Minecraft Voyager paper https://arxiv.org/pdf/2305.16291.pdfJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 54054 The Path To Fully Automated Bookkeeping
AI accounting ledger writeup https://www.linkedin.com/pulse/your-accounting-ledger-ai-jason-staats-cpaAI practice management system writeup https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 53053 Should Accounting Firms Run New Hire Trial Days?
💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 52052 What Will Accounting Grads Do Post AI?
💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 51051 Change Management in Accounting Firms
💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 50050 Should You Speak At An Accounting Conference?
💰Today's Sponsorshttps://clienthub.app/Darkhorse https://darkhorse.cpa/https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 49049 What We’ll Do After AI Automates Accounting
GPT-4 tax prep video https://youtu.be/hjw45TDROUsOpenAI governance post https://openai.com/blog/governance-of-superintelligence💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 48048 Delivering Financials & Tax Returns Over Video
💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 47047 How To Build An Accounting Firm To Sell
Patrick Dichter Firm Acquisition Guy https://twitter.com/patrickdichter💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 46046 Loyalty in Accounting Firms
Sunday’s video about leaving firm https://youtu.be/6TbzxYZMZFw💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 45045 People Unfit To Run Accounting Firms
Abir’s Video https://twitter.com/Cranky_CPA/status/1661729723725103104?s=20The Emyth Revisited https://www.amazon.com/Myth-Revisited-Small-Businesses-About-ebook/dp/B000RO9VJK/ref=sr_1_1?crid=1LGWN2NJ80YJM&keywords=the+emyth&qid=1685229311&sprefix=the+emyt%2Caps%2C171&sr=8-1Entrepreneur v Manager v Technician https://nozeyparkers.co.uk/wp-content/uploads/2016/09/Emyth-Personalities.jpgRedditor gives ChatGPT control of his local file system https://www.reddit.com/r/ChatGPT/comments/13k80x9/just_created_a_mad_plugin_for_chatgpt_to_give_it/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Darkhorse https://darkhorse.cpa/Findaily findaily.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 44044 PTO In Accounting Firms
Alicyn’s PTO Tweet https://twitter.com/AtlantaTax/status/1661449734064689154?s=20Jason’s newsletter https://www.newsletter.jason.cpa/Chain-of-thought prompt to swipe: https://jstaats.notion.site/ResearchBuddy-d2d053d554fd4f588ba5887c0bf6c596💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 43043 AI Aced Every Accounting Certification
AccountingToday GPT-4 CPA Exam article https://www.accountingtoday.com/news/chatgpt-retakes-cpa-exam-as-v4-0-passesNew CPA exam study https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4452175Chain-of-thought prompting study https://arxiv.org/pdf/2201.11903.pdfA fantastic talk about the risks of AI (s/o to Hector Garcia for this one, not Jacob) https://www.youtube.com/watch?v=LWiM-LuRe6wDigits Finance AI https://digits.com/ai/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 42042 How Much Money Should A First Year Accounting Firm Make?
John Rea’s thread about dangers of niching https://twitter.com/johnrea88/status/1660670837219893248?s=20💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 41041 Getting Your Accounting Firm Off Timesheets
Legacy accountant user manual https://twitter.com/JStaatsCPA/status/1276555508980293638?s=20💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 40040 Do Accounting Firms Need Reporting Apps?
Syft https://www.syftanalytics.com/Fathom https://www.fathomhq.com/Reach Reporting https://reachreporting.com/LiveFlow https://liveflow.io/G-Accon https://www.accon.services/Genius Sheets https://www.geniussheets.com/💰Today's SponsorsCloud Accountant Staffing https://www.cloudaccountantstaffing.com/Client Hub https://clienthub.app/Firm360 https://www.myfirm360.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 39039 ChatGPT Plugins For Accountants
ChatGPT Plugins https://openai.com/blog/chatgpt-pluginsChatGPT Zapier Plugin https://zapier.com/blog/announcing-zapier-chatgpt-plugin/Langdock for building your own Plugin https://www.langdock.com/AI regulation hearings supercut https://twitter.com/mreflow/status/1658699524137971714?s=20iOS voice cloning https://www.pcmag.com/news/voice-cloning-tech-iphone-ipad-help-those-with-disabilities-speak💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 38038 Let’s Talk About Accounting Firm Websites
More info about ChatGPT plugins https://openai.com/blog/chatgpt-pluginsChatGPT’s Zapier plugin https://zapier.com/blog/announcing-zapier-chatgpt-plugin/💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 37037 The Impact of AI on Remote Accounting Work
Blog posts for SEO discussion (Nathan’s Q) https://youtu.be/xy9eYqSt2F8The original context discussion (Alison’s Q) https://youtu.be/KQSbLnTqbBQAI agent episode (Herman’s Q) https://youtu.be/rDhYrgm-tJ0Canopy’s Partner Connect announcement https://www.getcanopy.com/blog/canopy-partner-connect💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 36036 This Is Why Your Email Sucks
Parsio https://parsio.io/💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 35035 How Will People Find My Firm When SEO Is Dead?
Google’s new search experience https://blog.google/products/search/generative-ai-search/Anthropic’s Claude model update https://www.anthropic.com/index/100k-context-windows💰Today's SponsorsMeester & Company https://extreme-ticket-cac.notion.site/Client-Accounting-Service-CAS-Manager-874f7cd1c72c482a9f07db7b9d38ca7dLiveflow https://www.liveflow.io/solutions/accountantsClient Hub https://clienthub.app/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 34034 Can AI Pass the CPA Exam?
Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 33033 Another Week - Another Great AI Announcement for Accountants
AutoGPT Explained https://en.wikipedia.org/wiki/Auto-GPTMicrosoft Jarvis https://github.com/microsoft/JARVISPixie Announcement https://www.linkedin.com/posts/celsopinto_ai-pixie-copilot-activity-7059806361345216512-KafW?utm_source=share&utm_medium=member_desktopPast OCR Episode https://youtu.be/7VKRxhZOfo0Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 32032 What Does Post-AI Accounting Look Like?
Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 31031 Optimizing An Accounting Firm For Fun
The E-Myth Revisited https://www.amazon.com/Myth-Revisited-Small-Businesses-About-ebook/dp/B000RO9VJK/ref=sr_1_1?crid=1MHFBO2ET9OQB&keywords=e-myth&qid=1683569503&sprefix=e-my%2Caps%2C216&sr=8-1Traction https://www.amazon.com/Traction-Get-Grip-Your-Business/dp/1936661837/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1683569521&sr=8-1Visionary vs integrator assessment https://blastoff.rocketfuelnow.com/quiz/crystallizer-quiz.phpRocket Fuel https://www.amazon.com/Rocket-Fuel-audiobook/dp/B012HJOBRY/ref=sr_1_1?crid=3FTOS2HNKUYPC&keywords=rocket+fuel&qid=1683569537&sprefix=rocket+fue%2Caps%2C170&sr=8-1Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 30030 Design The Robot Assistant OF YOUR DREAMS
Nayo’s original tweet https://twitter.com/NayoCarterGray/status/1650306263626989568?s=20Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 29029 The Deepfake Accountant
Interview with deepfake Tom Cruise guy https://www.youtube.com/watch?v=jnNQEiPs5r0Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 28028 Discussing Karbon's New AI Launch
Karbon’s AI feature page https://karbonhq.com/feature/ai/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 27027 Life AFTER Running A Firm
Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 26026 New Revenue Streams for Accounting Firms
Niche Firm Roast https://youtu.be/TBjkrAmafykMiss Excel on TikTok https://www.tiktok.com/@miss.excelThinkific https://www.thinkific.com/Justin Welsh’s courses https://www.justinwelsh.me/the-content-osAli Abdaal part-time Youtube academy https://academy.aliabdaal.com/Sam Parr’s Hampton community https://joinhampton.com/Jay Clouse’s The Lab https://join.creatorscience.com/Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 25025 The Secret Tech Behind The AI Movement
Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 24024 Hiring That Works For You
Jason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 23023 The Best Personal Growth Hack For Firm-Runners
TaxTwitter https://twitter.com/search?q=%23taxtwitter&src=typed_query&f=live/r/taxpros https://www.reddit.com/r/taxprosTax Pro Discord taxprosdiscord.comFuture Firm Accelerate https://futurefirmaccelerate.comRenew Group https://www.renewgroup.comThriveal https://thriveal.com/communityRoundtable Labshttps://www.roundtablelab.comJason’s Realize Community http://rlz.ioJason's Twitter https://twitter.com/JStaatsCPAJason's LinkedIn https://www.linkedin.com/in/jstaats/Jason's YouTube https://www.youtube.com/@jasoncpa
Ep 22022 Big Four Thoughts And More!
HectorBot https://myaskai.com/share-ask-ai?i=NpvuvUxCSGx1ClzaeRLdlLCAgg5Ykj&n=HectorBot-(Expert-in-QuickBooks-Desktop)The video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 21021 AI-Generated Emails for Accountants Have Arrived
Press release from CanopyClickUp AI overviewNotion AI overviewKarbon AI webinar linkThe video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 20020 Put THIS AI To Work Today
My thread about creating your own bot MyAskAI ChatThings Canopy’s generative email reply announcementThe video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 19019 My Clients Think AI Will Do My Job
https://twitter.com/gregisenberg/status/1647228287964332032https://twitter.com/gregisenberg/status/1648677152005451777?s=20The video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 18018 What You’re Most Excited To Change
What are you most excited to change post-deadline? https://twitter.com/JStaatsCPA/status/1580552817059643393?s=20The video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 17017 How I Turn Off Work Brain
Getting Thing Done by David Allen The video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 16016 Software Change Management In The Age of AI
The video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 15015 I Already Sent That To You
https://twitter.com/JStaatsCPA/status/1645781311548784642?s=20Suralink UplinkThe video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 14014 Should Your Firm Be Creating Content?
Sub to Hector Garcia's YouTube channel👉 https://www.youtube.com/c/HectorGarciaCPAThe video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 13013 Should Projects Start With Incomplete Info?
Bridging The Gap Conference The video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 12012 When’s The Right Time To Launch A Firm?
AI webinarReasons to not start a firmReasons to start a firmHow Logan made in 2021How Logan made in 2022The video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 11011 This Is Your Practice Management System on AI
I shared a developer-friendly version of this talk on LinkedIn https://www.linkedin.com/pulse/your-practice-management-system-ai-jason-staats-cpa/The video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 10010 Happy Growth and How It's Different
The Lazanis files Ashley the CPA ChatGPT excel friendly data export Karbon AI Webinar Hamster WheelsThe video version of this podcastJason's TwitterJason's LinkedInJason's YouTube
Ep 9009 Open Sourcing The Accounting Profession
Vote for me in the AccountingHigh bracket challengeRyan's Future Firm Accelerate communityThe Lazanis Files have been releasedThe ARC GPT study discussed - page 55 has the Captcha bitThe video version of this podcastJason's TwitterJason's LinkedInJason's YouTube